Oxford Financial Group’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History

Oxford Financial Group’s Portfolio VWOB Stock Details VWOB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-51	Closed	-$3.21K	–	330
2024 Q2	$3.21K	Buy	+51	New	+$3.22K	﹤0.01%	320
2023 Q2	–	Sell	-33	Closed	-$2.06K	–	310
2023 Q1	$2.06K	Sell	33 -11	-25%	-$683	﹤0.01%	255
2022 Q4	$2.68K	Hold	44	–	–	﹤0.01%	255
2022 Q3	$3K	Hold	44	–	–	﹤0.01%	234
2022 Q2	$3K	Buy	+44	New	+$2.85K	﹤0.01%	259
2021 Q4	–	Sell	-2,162	Closed	-$169K	–	285
2021 Q3	$169K	Sell	2,162 -664	-23%	-$52.9K	0.02%	183
2021 Q2	$226K	Sell	2,826 -14,296	-83%	-$1.13M	0.03%	166
2021 Q1	$1.33M	Buy	17,122 +1,975	+13%	+$157K	0.18%	48
2020 Q4	$1.25M	Hold	15,147	–	–	0.18%	46
2020 Q3	$1.2M	Sell	15,147 -7,889	-34%	-$630K	0.19%	45
2020 Q2	$1.79M	Hold	23,036	–	–	0.3%	34
2020 Q1	$1.62M	Buy	23,036 +2,655	+13%	+$209K	0.32%	33
2019 Q4	$1.66M	Buy	+20,381	New	+$1.64M	0.46%	29

Other funds holding VWOB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Oxford Financial Group's VWOB Position: Q3 2024 in Review

Oxford Financial Group sold out of Vanguard Emerging Markets Government Bond ETF (VWOB) in Q3 2024, closing a stake of 51 shares — an estimated $3.21K sold.

Oxford Financial Group first reported a position in VWOB in Q4 2019 and held it in 13 quarters. The position peaked at $1.79M in Q2 2020. 362 funds tracked by Wall St. Rank hold VWOB as of Q3 2024.

Oxford Financial Group reported no remaining Vanguard Emerging Markets Government Bond ETF position as of Q3 2024 after selling out during the quarter.
Oxford Financial Group sold 51 Vanguard Emerging Markets Government Bond ETF shares in Q3 2024, an estimated $3.21K.
Oxford Financial Group first reported a position in Vanguard Emerging Markets Government Bond ETF in Q4 2019 and held it in 13 quarters.
Oxford Financial Group's Vanguard Emerging Markets Government Bond ETF position peaked at $1.79M in Q2 2020.
362 funds tracked by Wall St. Rank held Vanguard Emerging Markets Government Bond ETF as of Q3 2024.

Based on Oxford Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.